Capital Investment Advisors LLC Raises Holdings in JPMorgan Chase & Co. $JPM

Capital Investment Advisors LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 233,323 shares of the financial services provider’s stock after purchasing an additional 1,955 shares during the quarter. JPMorgan Chase & Co. comprises about 1.1% of Capital Investment Advisors LLC’s investment portfolio, making the stock its 22nd biggest position. Capital Investment Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $75,181,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in JPM. Mountain Hill Investment Partners Corp. bought a new stake in JPMorgan Chase & Co. in the 3rd quarter worth approximately $32,000. Family Legacy Financial Solutions LLC raised its holdings in shares of JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. bought a new position in shares of JPMorgan Chase & Co. during the 3rd quarter valued at approximately $35,000. Miller Global Investments LLC bought a new position in shares of JPMorgan Chase & Co. during the 4th quarter valued at approximately $52,000. Finally, Collier Financial purchased a new position in shares of JPMorgan Chase & Co. in the third quarter valued at $60,000. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 2,893 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Troy L. Rohrbaugh sold 50,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the completion of the sale, the chief executive officer directly owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. The trade was a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 72,029 shares of company stock worth $22,195,693 in the last 90 days. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Stock Up 0.3%

Shares of JPM opened at $283.64 on Tuesday. The company has a market cap of $764.99 billion, a PE ratio of 14.18, a P/E/G ratio of 1.17 and a beta of 1.06. The business has a fifty day moving average of $299.49 and a 200 day moving average of $307.54. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The business had revenue of $45.80 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter in the previous year, the business posted $4.81 earnings per share. The business’s revenue was up 7.1% compared to the same quarter last year. On average, sell-side analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Monday, April 6th will be paid a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.1%. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

Analyst Ratings Changes

Several brokerages recently weighed in on JPM. TD Cowen restated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 7th. Barclays reiterated a “buy” rating on shares of JPMorgan Chase & Co. in a research report on Friday, February 13th. Wolfe Research downgraded shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Jefferies Financial Group began coverage on shares of JPMorgan Chase & Co. in a research report on Thursday, March 26th. They set a “hold” rating and a $310.00 target price on the stock. Finally, DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $337.83.

Trending Headlines about JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: Mitsubishi Corporation will use JPMorgan’s Kinexys blockchain for cross-border corporate payments, reinforcing adoption of JPM’s digital-asset rails and supporting management’s $10bn/day transaction target — a clear upside for fee revenue and product differentiation. Mitsubishi adopts JPMorgan blockchain for corporate payments
• Positive Sentiment: Multiple reports highlight JPMorgan expanding Kinexys usage and targeting higher daily volumes (from ~$7bn toward $10bn), underscoring scalable transaction volumes and institutional demand for blockchain settlement. JPMorgan expands digital assets push with Mitsubishi deal
• Neutral Sentiment: Piper Sandler reaffirmed an “overweight” stance on JPM with a $325 price target (down from $345) — still showing analyst conviction in the bank’s franchise but reducing near-term upside expectations. Piper Sandler coverage note
• Neutral Sentiment: Jefferies initiated research coverage (recent start of coverage), and dividend-focused pieces from Zacks/Yahoo reiterate JPM’s appeal for income investors — supportive background but unlikely to move shares materially by itself. Jefferies / dividend coverage
• Negative Sentiment: Truist cut its JPM price target to $323 from $330 and kept a Hold rating, signaling some caution on macro pressures that could weigh on earnings momentum. Truist price-target cut
• Negative Sentiment: Investors are balking at terms in JPMorgan’s role arranging the $7.2bn Sealed Air financing, raising questions about underwriting risk and potential mark/fee sensitivity if allocations sour — a reputational and P&L risk if deals underperform. Investors balk at Sealed Air deal terms
• Negative Sentiment: A federal judge allowed Wells Fargo’s breach-of-contract suit over a $481m commercial real-estate loan to proceed against JPMorgan, introducing litigation risk and potential losses/costs. JPMorgan must face Wells Fargo lawsuit

About JPMorgan Chase & Co.

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.